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Version: 5.2      Build: 8      Implementation Date: 9/7/2017      Type: New     View All Features in Build
For QuoteValet Mobile users, we've updated the user interface, fixed some UI issues like the issue when scrolling through multiple pages of the NEW template list. You can now select a contact for the Mobile quote from Autotask, and we've updated QuoteValet Mobile to work with the new ConnectWise REST API. Posted live August-23-2017.
Version: 4.9      Build: 8      Implementation Date: 06/30/2014      Type: Fix     View All Features in Build
On the Open Document window, when selecting multiple documents and clicking on the [Delete] button, the documents were not being deleted from QuoteValet, including QuoteValet Mobile and QuoteValet OrderForm Templates.
Version: 4.8      Build: 5      Implementation Date: 06/03/2013      Type: Fix     View All Features in Build
For QuoteValet users, on the QuoteValet Dashboard payment tab would receive a message "Results have been limited by user rights.", but in some cases it should have actually displayed "There are payment(s) not shown because the document has not been imported yet." This would be the case of a QuoteValet Mobile quote or QuoteValet Shopping Cart order that has not been imported into the local QuoteWerks database yet. In this case, you would need to import the document from the Inbox tab.
Version: 4.8      Build: 3      Implementation Date: 01/23/2013      Type: New     View All Features in Build
For QuoteValet Mobile users, the quantity and description of line items can now be manually input.
Version: 4.8      Build: 1      Implementation Date: 11/14/2012      Type: New     View All Features in Build
For QuoteValet Mobile users, that use ConnectWise, there is now a new Contacts bottom tab where you can choose the ConnectWise contact from your ConnectWise database while creating a QuoteValet mobile quote.
Version: 4.8      Build: 1      Implementation Date: 11/14/2012      Type: New     View All Features in Build
For QuoteValet Mobile users, volume priced items are now supported.
Version: 4.8      Build: 1      Implementation Date: 11/14/2012      Type: New     View All Features in Build
For QuoteValet users, there is a new Activity Notifications tab in the QuoteValet setup under the QuoteValet tab of the Tools->Options menu. For key QuoteValet events like when a QuoteValet Mobile quote is created, a quote is accepted, or when payment is made, in addition to the sales rep receiving email notifications, you can specify additional users/email addresses to receive a CC or BCC of the notification. This is especially useful for keeping the accounting department in the loop when payments are received and for keeping sales managers in the loop when quotes are accepted.
Version: 4.7      Build: 6      Implementation Date: 05/15/2012      Type: New     View All Features in Build
For QuoteValet users, on the QuoteValet Dashboard, the reporting has been enhanced. The Manage tab has been renamed to Reporting, and now there are some new reports. There are separate "Customer Activity" and "Internal Activity" reports. The Expiring/Expired reports have been separated into "Expiring" and "Expired" for more effect use. A new report "Uploaded for Customer Acceptance" is useful for knowing how many quotes where uploaded for customer acceptance during any given date range. Another new report is "Accepted (with balance due)" useful in tracking down those customers that have not paid yet. Another related new report is the "Payment Received" report. Lastly to pair with the new QuoteValet Mobile functionality there is a new "QuoteValet Mobile Documents" report. The QuoteValet document activity history now is color coded so that Customer activity is different than Sales Rep activity. You can now also filter documents by "Doc Name contains", "Company starts with", and Source (QuoteWerks or QuoteValet Mobile).
Version: 4.7      Build: 6      Implementation Date: 05/15/2012      Type: New     View All Features in Build
For QuoteValet Mobile users, QuoteWerks templates can now be uploaded to QuoteValet by choosing the "Save Template to QuoteValet Mobile" option on the File->Save As Template window. For existing templates you can choose the "Save Template to QuoteValet Mobile" option on the File->Save window. The makes the template available on QuoteValet Mobile.
Version: 4.7      Build: 6      Implementation Date: 05/15/2012      Type: New     View All Features in Build
The mobile quoting solution for QuoteWerks - QuoteValet mobile is now available. QuoteValet Mobile is included in your QuoteValet subscription at no additional charge. QuoteValet mobile is a platform independent mobile quoting solution for tablets. Right from your iPad (or HTML5 compatible tablet), you can create a quote for a customer onsite and email it to them while you are still onsite. Particularly useful for quick small orders. Once created, the QuoteValet engine takes over, allowing the customer to choose options, electronically sign, and pay by credit card.
Version: 4.7      Build: 6      Implementation Date: 05/21/2012      Type: Fix     View All Features in Build
If a document template was uploaded to QuoteValet Mobile and then deleted from QuoteWerks from the File->New window, it would not be deleted from QuoteValet Mobile.